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Gateway College

Mattioli Woods Academy: Personal & Business Finance BTEC Level 3

Course Duration

The Level 3 BTEC Personal & Business Finance course is the equivalent of one full A-Level. The IFS Financial Capability qualifications are the equivalent of AS in year one and A2 in year two.

You will be spending three days in college and one day per week in a training situation at the Leicester Head Office of Mattioli Woods working under the guidance of a senior account manager.

Entry Requirements

Plus GCSE Grade C in Maths

There will also be a formal selection process with Mattioli Woods plc.


The subsidiary diploma is assessed internally through coursework completed in college and work based evidence collected from your work placement; The IFS is assessed by four exams.

The units will include

  • Financial Services for individuals
  • Business Financial Performance
  • Financial Services to Support Business
  • Financial Services Regulation, Ethics and Trends

Other Units may include:

  • Learning from a Work Placement in Business
  • Preparing for Career Progression in Business

Course Overview

The course is designed to provide a specialist work-related qualification in the financial services sector. It is assessed by completion of a portfolio of evidence achieved by researching, working in groups, preparing reports and presentations, and four exams taken throughout the year.  You will also be working within a diverse team at Mattioli Woods Plc where you will be offered their expertise, support and guidance to a great career in the financial services industry.

Career Progression

This course is intended to enable you to enter employment and it may form the basis of progression to Level 4/5 courses. Your career progression will be supported by Mattioli Woods Plc in areas such as account management, consultancy, and investments including property.

Further Information

Mattioli Woods are one of the UK’s leading providers of specialist pension consultancy and wealth management, working with over 4,000 clients throughout the UK with offices in Leicester, London Glasgow, Newmarket and Aberdeen. Their on-going success has led to rapid growth giving rise to opportunities for those individuals with determination, drive and excellent communication and problem solving skills to join them in this new and expanding field.

If you are interested in working in the financial services industry, Mattioli Woods can offer you a great career choice within a structured training programme while achieving a level three qualification in Personal & Business Finance here at Gateway College.

Ian Mattioli is an ex-Gateway student who started work in the pensions industry at the age of 18. He founded Mattioli Woods with Bob Woods in 1991.

“The Financial Services Sector is growing and it is difficult to recruit to some vacancies as there is a lack of young people with the necessary skills. This joint venture will be beneficial both to students and the sector”

How to apply

Speak in first instance to student services for an application to Gateway courses.

Download Course Sheet

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